Filed May 24, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $445,855 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $91,248 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,468 | $81,321+19.9% | $68,509+42.3% | $59,188+64.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 0.57% | 4.65%-4.1pp | 8.27%-7.7pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,376 | $3,297-27.9% | $2,278+4.3% | $2,098+13.3% |
| Participant deferral / active EE | $4,955 | $4,592+7.9% | $3,382+46.5% | $3,265+51.8% |
| Admin fee / account holder | $156 | $62+153.0% | $5,275-97.0% | $92+69.4% |